Family Wealth Report

Mark Wickersham, SVP at Risclarity, recently interviewed Stephen Harris, CEO of ClearView Financial Media (publisher of Family Wealth Report), to discuss key insights on family office operations, the evolving role of fintech, and broader industry perspectives. A compelling conversation highlighting emerging trends and strategic approaches within the wealth management sector. #FamilyOffice #Fintech #WealthManagement #Leadership #Innovation

?? Broadening Technology Budgets ?? As competition heats up and digital transformation accelerates, the wealth management industry is embracing technology like never before. In Alpha FMC's contribution to the 12th WealthBriefing Technology and Operations Trends Report 2024, Joe Nestlerode sheds light on why tech budgets are surging, with nearly 84% of firms expecting increases. Personalization, automation, and data-driven insights are no longer optional—they’re essential for staying competitive in a client-first, digital world. Read more insights here: https://lnkd.in/eVcNd3bd #WealthManagement #DigitalTransformation #AlphaFMC #TechnologyTrends Caroline Burkart Tom Burroughes Amanda Cheesley Stephen Harris Philip Harris Rachel Fokes Theodora Viney Noreen Burroughes Cesareo FRSA

?? Exploring Blockchain's Role in the Fine Art Market At the 10th Family Wealth Report Family Office Investment Summit last November, industry leaders Lisa Gelles (Howard Insurance), Courtney Booth Christensen (Winston Art Group), and Nanne Dekking (Artory) shared insights on how #blockchain is revolutionizing the #art world. Key challenges such as #valuation, #authenticity, and provenance are being addressed through #asset #tokenization, unlocking new opportunities for art as a secure and actionable asset. ?? Read more insights from the summit here: https://lnkd.in/ehAemiAa Andrea Dykes CFP? Andrew Howard Tom Burroughes Philip Harris Stephen Harris Theodora Viney Rachel Fokes

Guiding Young Inheritors: In Conversation With Chip Fisher Tom Burroughes sits down with Chip Fisher, who brings personal insights into the complexities of #familybusinesses and the unique challenges faced by #inheritors. Drawing from his experience, Chip collaborates with #NextGens to address the risks of inheritance overshadowing their lives. Together, they explore strategies to create balance, purpose, and sustainable #legacies, ensuring the next generation thrives beyond financial wealth. A must-read for those navigating the intersection of family and business dynamics. https://lnkd.in/e3ca4HTk #familyoffices #UHNWI #wealthmanagement Amanda Cheesley Philip Harris Stephen Harris Theodora Viney Joseph Reilly Rachel Fokes

Risk: The Common Language Of Opportunity In Enterprise Fintech In financial services, risk management drives enterprise-level decision-making. This was the focus of a panel discussion at this publication's recent family office investment summit in Manhattan. In financial services, risk management drives enterprise-level decision-making. When handled effectively, risk management not only prevents financial losses and ensures regulatory compliance but also unlocks growth opportunities. Today, with the emergence of advanced AI technologies and the proliferation of data, the stakes for getting the business approach to risk right are higher than ever. Anna Garcia, CFA, founder and managing partner of Altari Ventures, invited three of the companies she invested in to be part of her panel to discuss risk: Alex Reyfman (Tradewell Technologies Inc); Daniel Faddoul (Auditive), and Vanessa Liu (Sugarwork). https://lnkd.in/e8uYcWqJ #riskmanagement #investments #regulatory #compliance #ai #data #financialservices Tom Burroughes Philip Harris Stephen Harris Amanda Cheesley Iliana Efthymiadi Theodora Viney Rachel Fokes Chris Wake Joseph Reilly

Read and download the post summit report of the Ninth Family Wealth Report Family Office Fintech Summit 2024 which took place in NY on October 10. Insights and key take-aways shared industry experts. Ray Denis Litan Yahav ???Bill Wyman Kristina Conner, CPA Rick Higgins Anne Beal Alan Baron Ryan Kerry Adam Cleland Alexandre Lin Andrew Thomas Alex Lee Sophia L. Tony Gebely Warren Finkel Allen Blount Addepar 360 Privacy AgilLink Annapurna Cybersecurity Advisors asora BILL BPM LLP Deviate Consulting Eton Solutions LP Frank, Rimerman + Co. LLP K1X, Inc. KnowLedger Omega Systems Private Wealth Systems Risclarity Risk Strategies Company SEI Sage SS&C Technologies Sandbox Wealth Summitas Truewind Vyzer https://lnkd.in/g5pMhpgn

Passion Assets: Luxury To Legacy The world of #collectibles – ranging from fine wine to classic automobiles – is a fascinating one, and also one drawing in considerable amounts of money from #HNW individuals. Unsurprisingly, a panel discussion at Tenth Family Wealth Report Family Office Investment Summit in NY was a hit with the audience. The following article describes the discussions of Colleen Boyle, John Castrucci, Tom Ruggie, ChFC?, CFP? in a session focusing on the transfer of luxury assets. Brian Hughes moderated this panel. https://lnkd.in/ecEbYfCm #familyoffices #wealthmanagement #investment #alternatives #passionassets #legacies #regulation #insurance Sheryl Garelick Tom Burroughes Amanda Cheesley Iliana Efthymiadi Theodora Viney Stephen Harris Philip Harris Rachel Fokes Matthew F. Erskine Charles Paikert

Configuring Right Tools For Your Family Office: Considerations For Tech and Operations Read the overview and summary of a panel discussion at this news service's Ninth?Family Wealth Report Family Office Fintech Summit in New York City. Speakers on the panel were Ryan Kerry (KnowLedger), Alan Baron (SS&C Technologies), Adam Cleland (asora). Anne Beal from Deviate Consulting moderated the panel. They discussed the cultural change that new tech brings and how this should be managed within realistic expectations while acknowledging the importance in the journey that will come with the implementation, from start to finish. https://lnkd.in/eFhMdQGd #familyoffices #fintech #wealthtech #technology #operations Tom Burroughes Amanda Cheesley Philip Harris Stephen Harris Theodora Viney Iliana Efthymiadi Erin Hulse Rachel Fokes

Art As Alternative Investment: Technical Aspects Of Ownership, Maintenance, Planning, And Sale Matthew F. Erskine, who is a regulator contributor to this publication, says that with planning and advice, the art market can be a rewarding asset class. The article comes in the wake of the?FWR Family Office Investment Summit hosted on November 13?in New York. https://lnkd.in/eEzgyiPT Barry Schwartz Tom Burroughes Charles Paikert Amanda Cheesley Stephen Harris Philip Harris Iliana Efthymiadi Theodora Viney Rachel Fokes Joseph Reilly Ronald Varney Colleen Boyle #familyoffices #wealthmanagement #alternativeinvestments